V104-Client Intake Coordinator

Job Duck

3d • Remote

About The Position

Join Job Duck as an Client Intake Coordinator and become the first point of contact for prospective clients. In this role, you’ll manage the intake process, schedule consultations, and ensure a seamless experience for every client. You’ll play a vital part in building trust and clarity from the very first interaction, while confidently handling paid consultations and payment collection. This position is ideal for someone with excellent communication skills, a clear and professional accent, and a proactive approach to client engagement. If you thrive in a structured environment and enjoy making a positive impact on client relationships, this role is for you.

Requirements

• Excellent communication skills
• At least 1 year of experience in sales
• Detail-oriented and organized
• Strong sales aptitude
• Ability to manage scheduling and intake processes
• Proactive and client-focused mindset
• Tech-savvy with CRM and VOIP tools
• Comfortable discussing paid consultations and collecting payments
• Ability to manage scheduling and intake processes

Responsibilities

• Provide exceptional client experience from first contact onward
• Maintain accurate records in CRM systems
• Inform clients about paid consultations and manage payment collection
• Collaborate with internal teams to ensure smooth onboarding
• Communicate clearly and professionally with clients
• Handle client intake and ensure accurate information collection
• Schedule consultations promptly and efficiently

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed